Digital Dashboards for Your Business

Are you searching for a digital dashboard for your business? InetSoft's Style Intelligence offers a 100% web-based, server-based solution that delivers exactly what you're looking for.

100% Web-Based BI

Web-based BI offers large advantages over fat-client counterparts

The World Wide Web has become the universal standard for communication today. Every business is online and it follows that your dashboards should be as well. Usability and general familiarity with the platform create a centralized environment for reporting and analysis. This makes web-based BI attractive to many organizations.

Always online tools avoid the need for the costly support staff that is needed to troubleshoot desktop-bound software for hundreds (or thousands) of users. When everyone is using the same tools, it becomes much easier to offer support when users have questions or concerns.

Web-based tools have the unique ability to share information with an infinite number of end users, at home or abroad, with minimal effort. This information is typically in the form of dashboards, reports, and scorecards that enable users to estimate future outcomes or any number of other business processes.

Advantages Over Desktop Applications | Server-Based Visualization

Faster deployment, automatic security, and more...

Style Intelligence is a Web-based server-side tool. It is made up of a collection of reusable server components which can be integrated into other applications and servers, or used "as is" to provide a complete BI solution.

Being server-based, Style Intelligence allows users to connect remotely to data sources, making it accessible to a broader user base.

Additionally, the application is equipped with automatic data security measures that will only show appropriate data based on the user's IT-defined permissions. By contrast, desktop applications typically provide a single-view of the data to be published.

Desktop tools are developed using a single dataset that uses scripting to pull multiple sources together. InetSoft is unique in this regard, allowing end-user data mashup though an intuitive drag-and-drop method of manipulating and combining data from disparate data sources.

Finally, server-based digital dashboard tools are targeted at a much broader range of users. Because the infrastructure only needs to be set up once, users can create mashups and dashboards through the aforementioned drag-and-drop. Desktop tools, on the other hand, are targeted at trained analysts that have the necessary scripting ability to build a dashboard from scratch.

Simply put, server-based tools like Style Intelligence empower end users and encourage self service.

#1 Ranking: Read how InetSoft was rated #1 for user adoption in G2's user survey-based index Read More

About InetSoft

InetSoft is a pioneer in delivering easy, agile, and robust business intelligence software that makes it possible for organizations and solution providers of all sizes to deploy or embed full-featured business intelligence solutions. Application highlights include visually-compelling and interactive dashboards that ensure greater end user adoption plus pixel-perfect report generation, scheduling, and bursting.

InetSoft's patent pending Data Block™ technology enables productive reuse of queries and a unique capability for end-user defined data mashup. This capability combined with efficient information access enabled by InetSoft's visual analysis technologies allows maximum self-service that benefits the average business user, the IT administrator, and the developer. InetSoft solutions have been deployed at over 5,000 organizations worldwide, including 25% of Fortune 500 companies, spanning all types of industries.

why select InetSoft
“Flexible product with great training and support. The product has been very useful for quickly creating dashboards and data views. Support and training has always been available to us and quick to respond.
- George R, Information Technology Specialist at Sonepar USA

How Are Digital Dashboards Used by Financial Advisory Consultants

Digital dashboards have become indispensable tools for financial advisory consultants in today's fast-paced, data-driven business environment. They serve as dynamic interfaces that consolidate and visualize crucial information from various sources, allowing consultants to make informed decisions and offer valuable insights to their clients. Here's a comprehensive look at how financial advisory consultants use digital dashboards:

  1. Real-Time Data Monitoring
    • Financial markets are highly volatile and can change rapidly. Digital dashboards allow consultants to monitor real-time market data, including stock prices, indices, exchange rates, and commodity prices. This enables them to respond promptly to market developments and adjust investment strategies accordingly.
  2. Portfolio Management
    • Consultants use digital dashboards to track the performance of their clients' investment portfolios. They can aggregate data from different accounts and asset classes, providing a holistic view of the portfolio's health. This allows for timely rebalancing, risk assessment, and performance evaluation.
  3. Risk Assessment and Management
    • Dashboards help consultants assess the risk profiles of their clients' investments. They can integrate risk metrics, such as standard deviation, beta, and Value at Risk (VaR), to quantify and visualize potential losses. This information guides the selection of appropriate investment products and strategies that align with the client's risk tolerance.
  4. Financial Planning and Forecasting
    • Consultants use digital dashboards to create comprehensive financial plans for their clients. They can project future cash flows, expenses, and investment returns based on different scenarios. This allows clients to make informed decisions about savings, retirement, and major financial milestones.
  5. Client Reporting and Communication
    • Dashboards serve as powerful communication tools. Consultants can generate customized reports summarizing portfolio performance, investment allocations, and financial goals. These reports are often interactive, allowing clients to explore their financial data in a user-friendly manner.
  6. Compliance and Regulatory Reporting
    • Staying compliant with industry regulations is crucial for financial advisory consultants. Digital dashboards can automate the process of generating compliance reports, ensuring that all necessary information is accurately recorded and accessible when needed.
  7. Data Integration and Aggregation
    • Consultants often work with data from various sources, including financial institutions, market data providers, and accounting software. Dashboards can integrate these disparate data sets, providing a unified view that enhances decision-making capabilities.
  8. Client Education and Empowerment
    • Digital dashboards can be used as educational tools to help clients understand their financial situation. Consultants can create visualizations and charts that simplify complex financial concepts, enabling clients to become more informed and engaged in their own financial planning.
  9. Performance Benchmarking
    • Consultants use dashboards to compare the performance of their clients' investments against relevant benchmarks, such as market indices or peer group averages. This helps in evaluating the effectiveness of the investment strategy and identifying areas for improvement.
  10. Trend Analysis and Insights
    • By leveraging historical data, dashboards enable consultants to identify trends and patterns in the financial markets. This analysis can inform investment decisions and provide valuable insights into potential opportunities and risks.
view gallery
View live interactive examples in InetSoft's dashboard and visualization gallery.

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